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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,011 | $96,137-9.5% | $136,007-36.0% | $80,874+7.6% |
| Participation rate | 23.9% | 71.2%-47.3pp | 76.5%-52.6pp | 67.6%-43.8pp |
| Annual return | 9.71% | 28.70%-19.0pp | 579.32%-569.6pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,215-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,859 | $5,706-32.4% | $7,024-45.1% | $4,297-10.2% |
| Admin fee / account holder | $2,354 | $8,236-71.4% | $6,858-65.7% | $6,935-66.1% |